Strategic Dividend Select, 59  Ticker: FVUZLX
 
Description
A unit investment trust that seeks above-average total return by investing in dividend- paying common stocks from three distinct segments of the market as well as closed-end funds which invest in dividend-paying stocks.
Please note that there is no assurance the objective will be met.
 
Summary
Product Code: SD2Y59
Portfolio Status: Secondary
Initial Offer Date: 09/26/2024
Secondary Date: 12/20/2024
Portfolio Ending Date: 09/25/2026
Tax Structure: Regulated Investment Company
Distributions: Monthly
 
Initial Offer Price: $10.0000
NAV(*): $9.5323
POP(*): $9.7517
Remaining Deferred Sales Charge: $0.0750
* As of Trade Date: 03/13/2025 4:00pm ET
The Public Offering Price (POP) represents the net asset value per unit plus any applicable organization costs and sales charges. The Net Asset Value (NAV) represents the value per unit of a trust’s portfolio securities and other assets reduced by applicable deferred sales charges and other liabilities.

 Historical 12-Month Distribution of Trust Holdings:^
Rate (as of 3/13/2025) Per Unit (as of 3/10/2025)
4.41% $0.43050
^ There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit and historical 12-month distribution rate of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit and rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital.

 Holdings  Export Current Holdings | View Initial Holdings  
NameSymbolWeighting
 Tapestry, Inc. TPR 1.53%
 UniCredit SpA (ADR) UNCRY 1.32%
 Entergy Corporation ETR 1.30%
 Banco Santander S.A. (ADR) SAN 1.30%
 Banco Bilbao Vizcaya Argentaria, S.A. (ADR) BBVA 1.29%
 HSBC Holdings Plc (ADR) HSBC 1.25%
 Imperial Brands Plc (ADR) IMBBY 1.23%
 AT&T Inc. T 1.22%
 BNP Paribas S.A. (ADR) BNPQY 1.17%
 Volvo AB (ADR) VLVLY 1.17%
 Allianz SE (ADR) ALIZY 1.17%
 Altria Group, Inc. MO 1.15%
 Coterra Energy Inc. CTRA 1.15%
 Cisco Systems, Inc. CSCO 1.14%
 CVS Health Corporation CVS 1.14%
 Quest Diagnostics Incorporated DGX 1.14%
 Citigroup Inc. C 1.13%
 Morgan Stanley MS 1.13%
 Darden Restaurants, Inc. DRI 1.12%
 DBS Group Holdings Ltd. (ADR) DBSDY 1.12%
 CK Hutchison Holdings Limited (ADR) CKHUY 1.11%
 International Business Machines Corporation IBM 1.10%
 Snap-on Incorporated SNA 1.09%
 Roche Holding AG (ADR) RHHBY 1.08%
 Koninklijke Ahold Delhaize N.V. (ADR) ADRNY 1.08%
 Kayne Anderson Energy Infrastructure Fund, Inc. KYN 1.08%
 AXA S.A. (ADR) AXAHY 1.06%
 American Electric Power Company, Inc. AEP 1.05%
 Cummins Inc. CMI 1.05%
 East West Bancorp, Inc. EWBC 1.05%
 Mercedes-Benz Group AG (ADR) MBGYY 1.05%
 BP Plc (ADR) BP 1.04%
 Nexstar Media Group, Inc. NXST 1.04%
 Vinci S.A. (ADR) VCISY 1.04%
 Toyota Motor Corporation TM 1.03%
 Johnson & Johnson JNJ 1.01%
 BlackRock Enhanced Equity Dividend Trust BDJ 1.01%
 The Gabelli Equity Trust Inc. GAB 1.01%
 John Hancock Financial Opportunities Fund BTO 1.01%
 BlackRock, Inc. BLK 1.01%
 Duff & Phelps Utility and Infrastructure Fund Inc. DPG 1.00%
 PACCAR Inc PCAR 0.99%
 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW 0.99%
 Allspring Global Dividend Opportunity Fund EOD 0.99%
 Voya Emerging Markets High Dividend Equity Fund IHD 0.99%
 Nuveen Dow 30 Dynamic Overwrite Fund DIAX 0.99%
 Shell Plc (ADR) SHEL 0.99%
 Exxon Mobil Corporation XOM 0.98%
 The Hartford Insurance Group, Inc. HIG 0.98%
 Enel SpA (ADR) ENLAY 0.98%
 GSK Plc (ADR) GSK 0.97%
 The Gabelli Dividend & Income Trust GDV 0.97%
 Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG 0.97%
 Nuveen Core Equity Alpha Fund JCE 0.97%
 abrdn Global Dynamic Dividend Fund AGD 0.97%
 Nuveen Real Asset Income and Growth Fund JRI 0.97%
 Flaherty & Crumrine Preferred and Income Securities Fund Incorporated FFC 0.96%
 Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG 0.96%
 Phillips 66 PSX 0.96%
 Nuveen Preferred Securities & Income Opportunities Fund JPI 0.96%
 EOG Resources, Inc. EOG 0.95%
 Pembina Pipeline Corporation PBA 0.95%
 Cohen & Steers Limited Duration Preferred and Income Fund, Inc. LDP 0.95%
 Permian Resources Corp. PR 0.95%
 TE Connectivity Plc TEL 0.95%
 TotalEnergies SE (ADR) TTE 0.94%
 QUALCOMM Incorporated QCOM 0.94%
 Regions Financial Corporation RF 0.94%
 Voya Infrastructure, Industrials and Materials Fund IDE 0.94%
 Caterpillar Inc. CAT 0.93%
 Rio Tinto Plc (ADR) RIO 0.93%
 Union Pacific Corporation UNP 0.92%
 PepsiCo, Inc. PEP 0.92%
 Novartis AG (ADR) NVS 0.92%
 U.S. Bancorp USB 0.92%
 Liberty All-Star Equity Fund USA 0.92%
 NXP Semiconductors N.V. NXPI 0.90%
 Accenture Plc ACN 0.89%
 Royce Micro-Cap Trust, Inc. RMT 0.89%
 PPG Industries, Inc. PPG 0.88%
 General Dynamics Corporation GD 0.88%
 Genuine Parts Company GPC 0.87%
 Tractor Supply Company TSCO 0.87%
 Liberty All-Star Growth Fund, Inc. ASG 0.87%
 Lazard Global Total Return and Income Fund, Inc. LGI 0.87%
 abrdn Australia Equity Fund, Inc. IAF 0.87%
 abrdn Life Sciences Investors HQL 0.87%
 Comcast Corporation (Class A) CMCSA 0.86%
 The Interpublic Group of Companies, Inc. IPG 0.85%
 Devon Energy Corporation DVN 0.85%
 Canadian Natural Resources Limited CNQ 0.85%
 Dick's Sporting Goods, Inc. DKS 0.84%
 Diamondback Energy, Inc. FANG 0.82%
 Lockheed Martin Corporation LMT 0.79%
 HP Inc. HPQ 0.78%
 Bunge Global S.A. BG 0.78%
 LyondellBasell Industries N.V. LYB 0.77%
 Best Buy Co., Inc. BBY 0.71%
 Constellation Brands, Inc. (Class A) STZ 0.71%
 Target Corporation TGT 0.70%
 
Total Number of Holdings:    100
Underlying Securities information represented above is as of 03/13/2025 but will vary with future fluctuations in the market.

 Deferred Sales Charge Schedule
Amount Date
$0.07500 January 17, 2025
$0.07500 February 20, 2025
$0.07500 March 20, 2025

Risk Considerations

Equity Risk. An investment in a portfolio containing common stocks is subject to certain risks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market.

Buy & Hold Risk – Taxable Trusts. This UIT is a buy and hold strategy and investors should consider their ability to hold the trust until maturity. There may be tax consequences unless units are purchased in an IRA or other qualified plan.

Closed-End Fund Risk. Closed-end funds are subject to various risks, including management's ability to meet the fund's investment objective, and to manage the fund's portfolio when the underlying securities are redeemed or sold, during periods of market turmoil and as investors' perceptions regarding the funds or their underlying investments change. Unlike open-end funds, which trade at prices based on a current determination of the fund's net asset value, closed-end funds frequently trade at a discount to their net asset value in the secondary market. Certain closed-end funds employ the use of leverage, which increases the volatility of such funds.

Europe Concentration Risk. Because the portfolio is concentrated in companies headquartered or incorporated in Europe, the portfolio may present more risks than a portfolio which is broadly diversified over several regions.

Foreign Securities Risk. Securities of non-U.S. issuers are subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting non-U.S. issuers.

Market Disruption Risk. Ongoing armed conflicts between Russia and Ukraine in Europe and among Israel, Hamas and other militant groups in the Middle East, have caused and could continue to cause significant market disruptions and volatility within the markets in Russia, Europe, the Middle East and the United States. The hostilities and sanctions resulting from those hostilities could have a significant impact on certain investments as well as performance.

Options Risk. Options are subject to various risks including that their value may be adversely affected if the market for the option becomes less liquid or smaller. In addition, options will be affected by changes in the value and dividend rates of the stock subject to the option, an increase in interest rates, a change in the actual and perceived volatility of the stock market and the common stock and the remaining time to expiration.

Public Health Crisis Risk. A public health crisis, and the ensuing policies enacted by governments and central banks in response, could cause significant volatility and uncertainty in global financial markets, negatively impacting global growth prospects.

Volatility Risk. The value of the securities held by the trust may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.

Additional Risk. For a discussion of additional risks of investing in the trust see the "Risk Factors" section of the prospectus.

Important Note. It is important to note that an investment can be made in the underlying funds directly rather than through the trust. These direct investments can be made without paying the trust's sales charge, operating expenses and organizational costs.

Operational Risk. As the use of Internet technology has become more prevalent in the course of business, the trust has become more susceptible to potential operational risks through breaches in cybersecurity.

You should carefully consider the trust's investment objectives, risks, and charges and expenses before investing. Contact your financial professional or call First Trust Portfolios, L.P. at 1.800.621.1675 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

Not FDIC Insured, Not Bank Guaranteed and May Lose Value.

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